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MACH NATURAL RESOURCES LP（MNR）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
MACH NATURAL RESOURCES LP的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.7倍（$387.5M vs $225.0M），MACH NATURAL RESOURCES LP同比增速更快（65.0% vs 24.9%），过去两年MACH NATURAL RESOURCES LP的营收复合增速更高（27.3% vs -12.3%）
Mach Natural Resources LP是一家总部位于美国的上游能源企业，主要从事石油、天然气及液化天然气的勘探、开发与生产业务，核心运营资产分布在二叠纪盆地等美国陆上油气产区，专注于开发低成本高收益资产，为利益相关方创造可持续回报。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
MNR vs ROCK — 直观对比
营收规模更大
MNR
是对方的1.7倍
$225.0M
营收增速更快
MNR
高出40.0%
24.9%
两年增速更快
MNR
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $387.5M | $225.0M |
| 净利润 | $73.1M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 26.1% | 7.9% |
| 净利率 | 18.9% | — |
| 营收同比 | 65.0% | 24.9% |
| 净利润同比 | 100.2% | — |
| 每股收益（稀释后） | $0.47 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MNRROCK
| Q4 25 | $387.5M | $225.0M | ||
| Q3 25 | $272.6M | $310.9M | ||
| Q2 25 | $288.5M | $309.5M | ||
| Q1 25 | $226.8M | $290.0M | ||
| Q4 24 | $234.9M | $180.1M | ||
| Q3 24 | $255.5M | $277.1M | ||
| Q2 24 | $240.0M | $273.6M | ||
| Q1 24 | $239.2M | $292.5M |
净利润MNRROCK
| Q4 25 | $73.1M | — | ||
| Q3 25 | $-35.7M | $-89.1M | ||
| Q2 25 | $89.7M | $26.0M | ||
| Q1 25 | $15.9M | $21.1M | ||
| Q4 24 | $36.5M | — | ||
| Q3 24 | $67.4M | $34.0M | ||
| Q2 24 | $39.5M | $32.2M | ||
| Q1 24 | $41.7M | $24.9M |
毛利率MNRROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% | ||
| Q1 24 | — | 28.9% |
营业利润率MNRROCK
| Q4 25 | 26.1% | 7.9% | ||
| Q3 25 | -7.0% | 12.8% | ||
| Q2 25 | 38.6% | 12.8% | ||
| Q1 25 | 22.8% | 8.8% | ||
| Q4 24 | 24.9% | 13.3% | ||
| Q3 24 | 37.1% | 15.6% | ||
| Q2 24 | 29.4% | 14.9% | ||
| Q1 24 | 28.1% | 10.8% |
净利率MNRROCK
| Q4 25 | 18.9% | — | ||
| Q3 25 | -13.1% | -28.6% | ||
| Q2 25 | 31.1% | 8.4% | ||
| Q1 25 | 7.0% | 7.3% | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 26.4% | 12.3% | ||
| Q2 24 | 16.5% | 11.8% | ||
| Q1 24 | 17.4% | 8.5% |
每股收益（稀释后）MNRROCK
| Q4 25 | $0.47 | — | ||
| Q3 25 | $-0.28 | $-2.98 | ||
| Q2 25 | $0.76 | $0.87 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.34 | — | ||
| Q3 24 | $0.70 | $1.11 | ||
| Q2 24 | $0.42 | $1.05 | ||
| Q1 24 | $0.44 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $42.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $950.4M |
| 总资产 | $3.8B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资MNRROCK
| Q4 25 | $42.6M | $115.7M | ||
| Q3 25 | $53.6M | $89.4M | ||
| Q2 25 | $13.8M | $43.3M | ||
| Q1 25 | $7.8M | $25.1M | ||
| Q4 24 | $105.8M | $269.5M | ||
| Q3 24 | $184.5M | $228.9M | ||
| Q2 24 | $144.6M | $179.1M | ||
| Q1 24 | $151.3M | $146.7M |
总债务MNRROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益MNRROCK
| Q4 25 | — | $950.4M | ||
| Q3 25 | — | $951.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $975.7M | ||
| Q1 24 | — | $940.2M |
总资产MNRROCK
| Q4 25 | $3.8B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.3B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.3B | $1.3B |
负债/权益比MNRROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $128.7M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 1.76× | — |
| 过去12个月自由现金流最近4个季度 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流MNRROCK
| Q4 25 | $128.7M | $35.5M | ||
| Q3 25 | $105.5M | $73.0M | ||
| Q2 25 | $130.1M | $44.9M | ||
| Q1 25 | $142.5M | $13.7M | ||
| Q4 24 | $133.7M | $19.9M | ||
| Q3 24 | $110.8M | $64.7M | ||
| Q2 24 | $116.8M | $36.5M | ||
| Q1 24 | $144.0M | $53.2M |
自由现金流MNRROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率MNRROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度MNRROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率MNRROCK
| Q4 25 | 1.76× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.45× | 1.73× | ||
| Q1 25 | 8.97× | 0.65× | ||
| Q4 24 | 3.66× | — | ||
| Q3 24 | 1.64× | 1.90× | ||
| Q2 24 | 2.96× | 1.13× | ||
| Q1 24 | 3.45× | 2.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MNR
| Oil Gas And Natural Gas Liquids Net | $331.0M | 85% |
| Natural Gas Liquids Reserves | $44.8M | 12% |
| Natural Gas Midstream | $8.6M | 2% |
| Products | $6.3M | 2% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
